See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,698 | $56,199-50.7% | $67,652-59.1% | $59,632-53.6% |
| Participation rate | 32.5% | 71.5%-39.0pp | 75.7%-43.2pp | 68.7%-36.2pp |
| Annual return | -0.15% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $746 | $1,614-53.8% | $2,266-67.1% | $2,203-66.1% |
| Participant deferral / active EE | $1,239 | $2,844-56.4% | $3,560-65.2% | $3,192-61.2% |
| Admin fee / account holder | $36 | $3,958-99.1% | $4,821-99.3% | $4,297-99.2% |